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Morningstar

Catalyst Mutual Funds

View all of Catalyst’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Catalyst Funds List

Share Class Type

1 to 25 of 56 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Catalyst Insider Income AIIXAXShort-Term Bond3.48%31.000%HighFront Load$2,500
Catalyst Insider Income IIIXIXShort-Term Bond3.58%20.750%HighInstitutional$2,500
Catalyst Systematic Alpha AATRAXMultistrategy8.51%142.060%HighFront Load$2,500
Catalyst Systematic Alpha CATRCXMultistrategy8.66%152.810%HighLevel Load$2,500
Catalyst Systematic Alpha IATRFXMultistrategy8.62%141.810%Above AverageInstitutional$2,500
Catalyst/CIFC Senior Secured Income ACFRAXBank Loan—3.75%271.180%HighFront Load$2,500
Catalyst/CIFC Senior Secured Income ICFRIXBank Loan—3.94%130.930%HighInstitutional$2,500
Catalyst/Lyons Tactical Allocation ACLTAXTactical Allocation5.47%621.530%Below AverageFront Load$2,500
Catalyst/Millburn Hedge Strategy AMBXAXMacro Trading13.43%42.240%HighFront Load$2,500
Catalyst/Millburn Hedge Strategy C-1MBXFXMacro Trading13.13%62.990%HighLevel Load$2,500
Catalyst/Millburn Hedge Strategy IMBXIXMacro Trading13.57%11.990%HighInstitutional$2,500
Catalyst Dynamic Alpha ICPEIXLarge Growth15.81%201.130%HighInstitutional$2,500
Catalyst Energy Infrastructure AMLXAXEnergy Limited Partnership17.09%201.680%HighFront Load$2,500
Catalyst Energy Infrastructure CMLXCXEnergy Limited Partnership16.75%242.430%HighLevel Load$2,500
Catalyst Energy Infrastructure IMLXIXEnergy Limited Partnership17.21%161.430%HighInstitutional$2,500
Catalyst Insider Income CIIXCXShort-Term Bond3.18%31.750%HighLevel Load$2,500
Catalyst/Lyons Tactical Allocation CCLTCXTactical Allocation5.22%652.280%AverageLevel Load$2,500
Catalyst/Lyons Tactical Allocation ICLTIXTactical Allocation5.19%561.280%AverageInstitutional$2,500
Catalyst/MAP Global Balanced ATRXAXGlobal Allocation3.45%861.230%Above AverageFront Load$2,500
Catalyst/MAP Global Balanced ITRXIXGlobal Allocation3.42%870.980%Above AverageInstitutional$2,500
Catalyst/MAP Global Equity ACAXAXGlobal Large-Stock Value6.81%761.210%Above AverageFront Load$2,500
Catalyst/MAP Global Equity CCAXCXGlobal Large-Stock Value6.46%821.960%Above AverageLevel Load$2,500
Catalyst/Millburn Hedge Strategy CMBXCXMacro Trading13.34%82.990%HighLevel Load$2,500
Catalyst/SMH Total Return Income ATRIFXModerately Conservative Allocation3.55%422.450%HighFront Load$2,500
Catalyst/SMH Total Return Income ITRIIXModerately Conservative Allocation3.64%392.200%HighInstitutional$2,500

Catalyst Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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